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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF CLEVELAND COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CLEVELAND COUNTY
Employer identification number (EIN):566030073
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LESLIE COBB2024-07-11
0022022-01-01LESLIE COBB2023-07-31
0022021-01-01LESLIE COBB2022-07-19
0022020-01-01LESLIE COBB2021-07-29
0022019-01-01LESLIE COBB2020-08-11
0022018-01-01LESLIE COBB2019-07-17
0022017-01-01LESLIE J. COBB2018-07-18 LESLIE J. COBB2018-07-18
0022016-01-01LESLIE J. COBB2017-07-13 LESLIE J. COBB2017-07-13
0022015-01-01LESLIE J. COBB2016-07-25 LESLIE J. COBB2016-07-25
0022014-01-01LESLIE J. COBB2015-06-18 LESLIE J. COBB2015-06-18
0022013-01-01LESLIE J. COBB2014-07-24
0022012-01-01LESLIE J. COBB2013-06-18 LESLIE J. COBB2013-06-18
0022011-01-01WILLIAM G. HOOKER2012-07-16 WILLIAM G. HOOKER2012-07-16
0022010-01-01WILLIAM G. HOOKER2011-07-19 WILLIAM G. HOOKER2011-07-19

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY

Measure Date Value
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-111627
Net assets as of the end of the plan year2024-07-11325731
Total assets as of the beginning of the plan year2024-07-11244536
Value of plan covered by a fidelity bond2024-07-11200000
Participant contributions to plan in this plan year2024-07-119191
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-1157776
Plan net income in this plan year2024-07-1181195
Net assets as of the end of the plan year2024-07-11325731
Net assets as of the beginning of the plan year2024-07-11244536
Employer contributions to plan in this plan year2024-07-1115855
Fees paid to broker by Benefit Provider2024-07-1110
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-110
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CLEVELAND COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-190
Total liabilities as of the end of the plan year2022-07-190
Total liabilities as of the beginning of the plan year2022-07-190
Total expenses incurred by plan in this plan year2022-07-1971022
Net assets as of the end of the plan year2022-07-19378157
Total assets as of the beginning of the plan year2022-07-19356884
Value of plan covered by a fidelity bond2022-07-19200000
Participant contributions to plan in this plan year2022-07-199397
Value of participant loans at end of plan year2022-07-1925851
Other expenses paid from plan in this plan year2022-07-1947
Other contributions to plan in this plan year2022-07-191370
Other income to plan in this plan year2022-07-1965083
Plan net income in this plan year2022-07-1921273
Net assets as of the end of the plan year2022-07-19378157
Net assets as of the beginning of the plan year2022-07-19356884
Employer contributions to plan in this plan year2022-07-1916445
Fees paid to broker by Benefit Provider2022-07-1969

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